iPhone X Production Faces Further Delays, Will Start in Mid-October

Final production on the iPhone X has yet to start, even though Apple will begin taking orders for the device in just over a month. Raymond James chip analyst Christopher Caso conducted supply chain checks this morning and then shared what he learned about Apple's production schedule in an investor's note obtained by Barron's.

According to Caso, while there were already production delays affecting the iPhone X, further delays have occurred recently. He says production is set to start in mid-October, later than earlier predictions. With additional delays, full production ramp up will be delayed into the December quarter.

iphonexcolors

Interestingly, while the industry widely anticipated a shift in iPhone ramp timing, our checks suggest there was an incremental delay in the build plans - with orders firmed up as recently as last week - shifting production more into the December quarter.

While our checks are ongoing, initial feedback from our meetings suggests that final production of iPhone X has not yet begun, with production expected to commence in mid-October. That production start is about a month later when compared to expectations a month ago, and about 2 months later than expectations at the end of June. Notably, this is consistent with commentary from Diodes last week suggesting the timing had changed since reporting June quarter results and is important as it relates to tone and expectations for the December quarter.

We've already known the iPhone X is going to be severely constrained, but hints of further delays suggest supplies could be more restricted than originally thought.

With the iPhone 8 and the iPhone 8 Plus seemingly not garnering as much interest from customers as previous smartphones launched in fall, it seems there could be quite a lot of Apple fans who are holding out for the iPhone X.

It could be months before Apple has adequate supply to meet demand for the $999 device. Reliable KGI Securities analyst Ming-Chi Kuo, for example, has said it could take well into 2018 for Apple to fill all orders.

The iPhone X will be available for pre-order on October 27, with the device to officially launch on November 3. Pre-orders will undoubtedly sell out rapidly so all but the luckiest customers may need to wait for several weeks to get their hands on one of the new flagship devices.

The iPhone 8 and 8 Plus, launching this Friday, should be readily available at retail stores around the world.

Related Forum: iPhone

Popular Stories

iPhone 17 Pro 34ths Perspective

iPhone 17 Pro Launching Later This Year With These 10 New Features

Sunday March 23, 2025 10:00 am PDT by
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices. Below, we recap key changes rumored for the iPhone 17 Pro models as of March 2025: Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
iOS 18

iOS 18.4 Expected Next Week - Here Are the Release Notes

Friday March 28, 2025 2:01 pm PDT by
With the second release candidate of iOS 18.4 that Apple seeded out today, the company finally provided us with release notes that give a full rundown on what to expect. There's an Apple Vision Pro app, new Apple Intelligence features for notifications and additional language support, plus an Apple News Food feature for Apple News+ subscribers, and several updates that should improve the...
Magic Mouse Green

What to Expect From the Magic Mouse 3

Saturday March 29, 2025 10:15 am PDT by
Apple is reportedly working on a new Magic Mouse. Below, we recap what to expect. The two key rumors for the Magic Mouse 3 so far include a relocated charging port, along with a more ergonomic design. It was briefly rumored that the Magic Mouse 3 would also feature voice control, but that was misinterpreted information. Relocated Charging Port While the Magic Mouse switched from...
top stories 2025 03 29

Top Stories: WWDC 2025 Announced, iPhone 17 Pro and iOS 19 Rumors, and More

Saturday March 29, 2025 6:00 am PDT by
Apple's big developer event is a little over two months away, and rumors about what we can expect to see in Apple's next major operating system updates are becoming increasingly frequent. A public release of iOS 18.4 is also imminent with a number of updates and improvements, although we won't be getting the major Apple Intelligence Siri upgrades that had reportedly been planned for this...
Foldable iPhone 2023 Feature Homescreen

Six Things to Know About Apple's Upcoming Foldable iPhone

Friday March 28, 2025 3:54 pm PDT by
We've been hearing rumors about a foldable iPhone for almost a decade now, but it looks like we might finally see the device come to fruition in 2026. We're going to be waiting many more months for the foldable iPhone, but so far we're hearing good things. Apple wants to make it creaseless. It's taken Apple multiple years to design a foldable iPhone that it's satisfied with because Apple ...
iOS 19 visionOS UI Elements

Apple Codename Provides Clue About iOS 19's Rumored New Design

Sunday March 30, 2025 6:40 am PDT by
Multiple sources have claimed that iOS 19 will introduce a new design with more translucent buttons, menus, notification banners, and more, and there is now another clue that points towards this glass-like appearance. Bloomberg's Mark Gurman today said the new design project is codenamed "Solarium" internally. A solarium is a room with glass walls that allow in plenty of sunlight, so this...
Facebook Feature

Facebook's New iPhone App Feature Turns the Clock Back to 2007

Thursday March 27, 2025 1:59 pm PDT by
In the mid-to-late 2000s, Facebook was all about staying connected with friends and family. However, as the social media platform added new features and grew over time, that core experience began to get drowned out. That changes starting now, according to Meta, which today introduced a new feature that will "bring back the joy" of classic Facebook. Specifically, Meta has redesigned the...
Foldable iPhone 2023 Feature Homescreen

iPhone Foldable Display Said to Feature iPad-Style 4:3 Aspect Ratio

Friday March 28, 2025 3:44 am PDT by
Apple's upcoming "iPhone Fold" will feature a foldable screen with a 4:3 aspect ratio, according to a Chinese leaker who previously leaked the book-style device's display dimensions. The Weibo-based account Digital Chat Station claims that Apple will adopt a "roughly" 4:3 aspect ratio on the inner display in order to achieve consistency between the outer display, as well as to ensure parity...

Top Rated Comments

hasanahmad Avatar
98 months ago
The chaos on pre order night will be a sight to behold
Score: 74 Votes (Like | Disagree)
Larry-K Avatar
98 months ago
That's going to make it hard for me to give these out for Halloween.
Score: 62 Votes (Like | Disagree)
akfgpuppet Avatar
98 months ago
They should have skipped releasing the 8/8+ so they can put all of their efforts into the X. A lot of people seemed to skip the iPhone 8 and are waiting on the X.
Score: 61 Votes (Like | Disagree)
Mabus51 Avatar
98 months ago
In other words, no iPhone X this year.
Score: 52 Votes (Like | Disagree)
macTW Avatar
98 months ago
I’m glad my 7plus is handling iOS 11 well. With these delays, the iPhone X basically is the 2018 release!
Score: 44 Votes (Like | Disagree)
verniesgarden Avatar
98 months ago
The 8/8+ was a pointless release.
Score: 41 Votes (Like | Disagree)